Jefferies Financial Group
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Jefferies Financial Group’s Toast TOST Stock Holding History

Jefferies Financial Group’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-60,273
Closed -$1.94M – 1814
2026
Q2 		$1.68M Buy
+60,273
New +$1.57M 0.01% 751
2026
Q1 		– Sell
-2,416
Closed -$85.8K – 2197
2025
Q4 		$85.8K Buy
+2,416
New +$87.1K ﹤0.01% 1719
2025
Q3 		– Sell
-12,000
Closed -$531K – 1681
2025
Q2 		$531K Sell
12,000
-16,722
-58% -$657K ﹤0.01% 891
2025
Q1 		$953K Buy
28,722
+991
+4% +$37.1K 0.01% 830
2024
Q4 		$1.01M Sell
27,731
-123
-0.4% -$4.32K 0.01% 878
2024
Q3 		$789K Buy
27,854
+3,854
+16% +$97.7K 0.01% 846
2024
Q2 		$618K Sell
24,000
-4,976
-17% -$120K 0.01% 896
2024
Q1 		$722K Buy
+28,976
New +$600K 0.01% 936
2023
Q4 		– Sell
-18,006
Closed -$295K – 2001
2023
Q3 		$337K Buy
+18,006
New +$391K ﹤0.01% 1201
2023
Q1 		– Sell
-19,399
Closed -$350K – 1992
2022
Q4 		$350K Buy
+19,399
New +$365K ﹤0.01% 1158

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

Jefferies Financial Group's TOST Position: Q3 2026 in Review

Jefferies Financial Group sold out of Toast (TOST) in Q3 2026, closing a stake of 60,273 shares — an estimated $1.94M sold.

Jefferies Financial Group first reported a position in TOST in Q4 2022 and held it in 10 quarters. The position peaked at $1.68M in Q2 2026. 478 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Jefferies Financial Group reported no remaining Toast position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 60,273 Toast shares in Q3 2026, an estimated $1.94M.
  • Jefferies Financial Group first reported a position in Toast in Q4 2022 and held it in 10 quarters.
  • Jefferies Financial Group's Toast position peaked at $1.68M in Q2 2026.
  • 478 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.